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American Express
AXP

Overview Fund Activity

2,170 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 332 funds opening new positions, 710 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,170
Holders Change
+187
Holders Change %
+9.43%
% of All Funds
31.81%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.86%
New
332
Increased
710
Reduced
803
Closed
111
Calls
$2B
Puts
$2.4B
Net Calls
-$392M
Net Calls Change
+$306M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Harris Associates
Harris Associates
Illinois
+$391M
3
BlackRock
BlackRock
New York
+$269M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$204M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$172M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$468M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$207M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$183M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$144M
5
Norges Bank
Norges Bank
Norway
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRM
1901
Weybosset Research & Management
Rhode Island
$215K +$215K +1,150 New
OP
1902
ORG Partners
Indiana
$215K +$108K +575 +100%
HPM
1903
Hoxton Planning & Management
West Virginia
$215K +$215K +1,147 New
SPWM
1904
Spartan Planning & Wealth Management
North Carolina
$215K +$215K +1,147 New
MM
1905
MQS Management
New York
$214K -$78.3K -418 -27%
MHR
1906
Matthew Hamilton Rosenberg
$214K +$13.7K +73 +7%
MCM
1907
Mendel Capital Management
Arkansas
$213K +$213K +1,138 New
JJBC
1908
James J. Burns & Company
New York
$213K +$213K +1,135 New
CPSAC
1909
Chas P. Smith & Associates (CPS)
Florida
$213K +$213K +1,137 New
GCIM
1910
Gunn & Company Investment Management
Florida
$213K +$213K +1,137 New
CG
1911
Clifford Group
Massachusetts
$213K +$213K +1,136 New
FNB
1912
Farmers National Bank
Kentucky
$212K +$212K +1,133 New
PWA
1913
Physician Wealth Advisors
Utah
$212K +$212K +1,147 New
GFPC
1914
Global Financial Private Client
Florida
$212K – – –
HI
1915
Hudock Inc
Pennsylvania
$212K +$212K +1,131 New
BSHC
1916
Breed's Hill Capital
Massachusetts
$210K +$210K +1,123 New
CCG
1917
Catalina Capital Group
California
$210K +$210K +1,121 New
DFA
1918
Delta Financial Advisors
Louisiana
$208K +$208K +1,111 New
KWM
1919
Keebeck Wealth Management
Illinois
$208K +$208K +1,108 New
KP
1920
Keel Point
Alabama
$207K +$207K +1,106 New
FFC
1921
First Financial Corp
Indiana
$207K +$86.4K +461 +71%
FAM
1922
Fenimore Asset Management
New York
$207K +$207K +1,105 New
LWMG
1923
Levy Wealth Management Group
Pennsylvania
$207K +$207K +1,103 New
CMS
1924
Capital Market Strategies
Florida
$207K +$207K +1,103 New
OSNBOA
1925
Old Second National Bank of Aurora
Illinois
$206K -$85.2K -455 -29%
75 76
77
78 79